U.S. federal trademark · Serial No. 88506032 · Reg. No. 6109144
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, financial asset management services, and investment consultation services for institutional investors and individuals; investment tracking and investment analysis services for others; providing financial news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues; all of the foregoing excluding financial services related in any way to consumer lending, consumer loans, auto loans, student loans, mortgage lending, consumer deposits, consumer banking services, credit card services, and insurance services
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